Position in GD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,772,640
+$406,008 QoQ
Shares Held
10,650
+8.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#542
of 2,203 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $129,959,181 across 22 Aerospace & Defense names. GD ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
243,204 | $46,143,054 | |
| 2 | GE |
General Electric Co
|
108,708 | $40,627,404 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
42,057 | $8,186,368 | |
| 4 | BA |
Boeing Co
|
21,298 | $4,610,352 | |
| 5 | LMT |
Lockheed Martin Corp
|
7,626 | $3,885,120 | |
| 6 | GD |
General Dynamics Corp
This page
|
10,650 | $3,772,640 | |
| 7 | TXT |
Textron Inc
|
40,298 | $3,696,510 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
6,330 | $3,223,915 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,772,640 | 10,650 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,366,632 | 9,809 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,468,378 | 7,332 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,185,810 | 6,410 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,613,162 | 5,531 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,326,913 | 4,868 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,344,057 | 5,101 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,440,584 | 4,767 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,515,978 | 5,225 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,449,455 | 5,131 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,390,716 | 32,313 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,559,936 | 29,687 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,407,597 | 29,782 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $10,158,768 | 44,515 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,801,059 | 23,381 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,509,461 | 21,254 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,603,327 | 20,806 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,152,087 | 21,362 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,436,897 | 26,080 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,809,494 | 34,737 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,896,867 | 31,323 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,838,029 | 26,647 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,857,939 | 19,204 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,296,295 | 23,812 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,807,606 | 18,785 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,214,738 | 9,181 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||